Stop Overpaying in Taxes

Proactive, tax planning for individuals age 55+ with portfolios of $500k+

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Super Simple 3 Step Process

1. Schedule Your Free Strategy Session

Meet virtually from anywhere in the U.S. Our expert consultants start by understanding your income, goals, and challenges.

2. Get a Personalized Tax Plan

Our Tax Planners identify deductions, structure your income, and implement tax strategies designed to lower your tax liability keeping more of what you earn. 

3. Implement & Grow with Confidence

Implement with confidence: Our Tax Managers will prepare your tax returns to ensure coordination between your plan and the result. 

Ready to get started?

Who's This Perfect For

High networth individuals 55+

Pre-Retirees & Retirees

Business Owners & Entrepreneurs

Executives & Professionals

Families Building a Legacy

Remote & Busy Clients

STILL NOT SURE?

Frequently Asked Questions

We understand entrusting someone with your wealth is a big decision. Here are the questions we hear most from new clients—and honest answers that set Stratus Tax & Consulting apart.

Question 1: How do you actually lower my taxes?

Our team combines tax planning and preparation under one roof. We identify deductions, credits, and timing strategies that typical advisors miss, so you keep more of what you earn each year.

Question 2: What makes Stratus Tax & Consulting different from other advisors?

Unlike traditional firms, we are proactive tax planners - we spend time working without you throughout the year to identify strategies and opportunities for tax savings, not just filing your tax return at tax time. 

Question 3: Do I need to visit your office?

No. Stratus Tax & Consulting is virtual-first and serves clients nationwide. Meet with your Tax Professionals from anywhere on your schedule while still receiving white-glove service.

Question 4: Who is the ideal client for Stratus Tax & Consulting?

Our strategies are designed for individuals or families who want advanced tax and estate planning strategies to minimize the taxes you and your family pay over time. 

Question 5: What happens on the free strategy session?

In a 30-minute Zoom call, a Tax Planner reviews your current situation, identifies immediate tax and estate opportunities, and outlines a customized action plan—no obligation, no hard sell.

Ready to See What’s Possible?

Copyright Stratus Tax & Consulting 2026+. All rights reserved. Stratus Tax & Consulting is an affiliate of Madison Partners, an SEC registered investment adviser, and provides tax preparation, consulting and bookkeeping services to individuals, and corporate entities. Clients of Stratus Tax & Consulting are advised there is a conflict of interest in that there is an economic incentive to recommend Madison Partners for investment advisory services. Although Stratus Tax & Consulting professionals strive to put their clients’ interests first and foremost, clients may utilize the investment adviser of their choosing. Madison Partners is an SEC registered adviser. Registration with the SEC does not imply a certain level of skill or expertise. For information on Madison Partners' services, fees and conflicts of interests please click the following link https://adviserinfo.sec.gov/firm/summary/305824 and review the firm's Form CRS (Client Relationship Summary) and Form ADV Part 2A Disclosure Brochure.